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An overview of Aico Dashboards

Modified on Wed, 23 Nov 2022 at 11:36 AM

When you log onto Aico for the first time, you will be taken to your default dashboard. 

In Aico, you will either see a Dashboard or a List. A Dashboard typically displays an overview of selected data using different types of charts, whereas a list contains a table of documents 

The Dashboard view.

If you are looking at a Dashboard view, you will see something similar to the image below.

1. The top row of tabs lists the dashboards available to you. Depending on your admin rights, you will be able to create and edit shared dashboards. All users are allowed to create personal dashboards.

2. You will not see the cog wheel on a shared dashboard if you are not a shared dashboard administrator. 

You will see the other buttons which allow you to copy dashboards, as well as make them favourites and set them as your homepage. Go to the Working with Dashboards section for more details.

3. These are quick filters. You can refine the information that shows in your dashboards by clicking on them. For more information on quick filters, click here.

4. This is the main display area for the dashboard. Dashboards display an overview of selected data using different types of charts, such as bar and line charts, pie and donut charts, and gauges. An option to drill through from most charts to a list view is also available. 

Warning! Most end users cannot create and edit shared Dashboards. This is available to admins only. But the dashboard functionality is identical whether you are creating personal or shared dashboards.

The List View

You may also see a list view. It will look similar to the image below.

The information displayed is very similar to a dashboard view, but is displayed as a full-page tabular list.

1. The top row of tabs shows the lists available to you. Depending on your admin rights, you will be able to create and edit shared lists. All users are allowed to create personal lists.

2. You will not see the cog wheel on a shared list if you are not a shared list administrator. You will see the other buttons which allow you to copy lists, as well as make them favourites and set them as your homepage. Go to the How to Use Lists in Aico section for more details.

3. These are quick filters. You can refine the information that shows in your list by clicking on them. For more information on quick filters, click here.

4. This is the main display area for the list view. Click on the document you want to open to start working on it.

Warning! Most end users cannot create and edit shared Lists. This is available to admin only. But the functionality is identical whether personal or shared.

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